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Biotech / Medical : VD's Model Portfolio & Discussion Thread -- Ignore unavailable to you. Want to Upgrade?

To: Rocketman who wrote (6722)	5/29/1999 2:02:00 PM
From: dalroi	Respond to of 9719

if i can have a vote to NBIX IMCL SUPG and perhaps a little bit of clpa have a nice weekend and tx for the informative posts DALROI

To: Rocketman who wrote (6722)	5/29/1999 10:26:00 PM
From: Russian Bear	Respond to of 9719

Rman, Since you asked... <g> New stuff: How about GLIA and/or SUGN? Add to existing positions: SEPR and/or MOGN. RB

To: Rocketman who wrote (6722)	5/30/1999 8:07:00 PM
From: Andreas Helke	Read Replies (1) \| Respond to of 9719

How about buying back Ligand? I think the substantial investment in research and development that so far have suppressed the stock price will eventually lead to substantial profits in the next few years. And after the Elan deal LGND finally seems to have enough cash to last till profitability. With the awful financing conditions for biotech companies I do now strongly prefer companies that either are profitable or already have enough cash to last to profitability. On the top of my personal buy list (I already have enough or probably too much LGND) are SEPR and especially MOGN. With the current MOGN stock price you essentially get MGI 114 a promising cancer drug candidate for free. Andreas